Summary
CHAT
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 144.01% Volatility 34.25% Sharpe 2.31
Official loaded data — not a live quote.

ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF

Symbol: CHAT

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 17/05/2023

Latest date: 03/06/2026

Current price: $102.77

Expense ratio: 0.75%

Assets under management
$1.4B
-0.98% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

27.78%

Ann. -6.99% (Sharpe / Sortino numerator)

Volatility

45.89%

Sharpe ratio

-0.231

VaR 95%

-4.18%

CVaR 95%: -4.96%
Max drawdown: -10.52%
Sortino ratio: -0.403
Calmar ratio: -0.66

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

67.60%

Ann. 21.24% (Sharpe / Sortino numerator)

Volatility

36.06%

Sharpe ratio

0.488

VaR 95%

-3.87%

CVaR 95%: -4.50%
Max drawdown: -10.93%
Sortino ratio: 0.752
Calmar ratio: 1.94

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

73.14%

Ann. 5.22% (Sharpe / Sortino numerator)

Volatility

33.35%

Sharpe ratio

0.048

VaR 95%

-3.86%

CVaR 95%: -4.53%
Max drawdown: -16.28%
Sortino ratio: 0.069
Calmar ratio: 0.32

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

144.01%

Ann. 82.68% (Sharpe / Sortino numerator)

Volatility

34.25%

Sharpe ratio

2.308

VaR 95%

-3.48%

CVaR 95%: -4.78%
Max drawdown: -16.28%
Sortino ratio: 3.219
Calmar ratio: 5.08

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

203.16%

Ann. 35.77% (Sharpe / Sortino numerator)

Volatility

31.50%

Sharpe ratio

1.020

VaR 95%

-3.40%

CVaR 95%: -4.66%
Max drawdown: -31.34%
Sortino ratio: 1.356
Calmar ratio: 1.14

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

274.49%

Ann. 51.57% (Sharpe / Sortino numerator)

Volatility

29.93%

Sharpe ratio

1.603

VaR 95%

-3.06%

CVaR 95%: -4.23%
Max drawdown: -31.34%
Sortino ratio: 2.235
Calmar ratio: 1.65

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.375%

Best day

5.152%

13/05/2026
Worst day

-5.553%

26/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $103.79 $104.21 $100.71 $102.77 756,500
02/06/2026 $102.40 $103.77 $101.87 $103.45 740,400
01/06/2026 $99.15 $102.64 $98.94 $102.03 1,126,900
29/05/2026 $97.50 $98.67 $96.65 $98.22 883,300
28/05/2026 $94.79 $97.47 $94.10 $96.86 756,100
27/05/2026 $94.95 $94.95 $92.51 $93.80 616,400
26/05/2026 $92.74 $94.32 $92.37 $94.18 755,800
22/05/2026 $89.69 $90.69 $89.50 $89.84 882,000
21/05/2026 $86.37 $88.83 $86.18 $88.74 795,400
20/05/2026 $84.35 $86.42 $84.18 $86.30 443,400